EFS ASSET MANAGEMENT LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 106184
- Registered since
- December 7, 1990
- Website
- www.fivekeysus.com
- Custodians
- J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
EFS Asset Management LLC is a privately owned investment advisory firm that has been SEC-registered since 1990. The firm is structured as a limited liability company with an individual owner and concentrates on portfolio management for individuals and small businesses. Its primary client base is individual and family investors, and it charges fees as a percentage of assets under management. EFS is not set up as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds45%
- US Government Bonds20%
- Investment Grade Corp Bonds15%
- Exchange Traded Equities10%
- Other5%
Owners & executives
1 of 1EDWARD SULLIVAN
President, Chief Investment OfficerCRD 4351128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2608 Hibernia St
- Time zone
- CT (UTC-6)
- Office locations
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